Dotify email templates: automate client notifications with ease
Managing client deadlines isn’t just about tracking renewals — it’s also about keeping clients informed. With Dotify email templates, agencies can send automated, personalized emails every time a deadline’s status changes. This ensures seamless communication, reducing the risk of missed payments or forgotten deadlines.
What are Dotify email templates?
Dotify allows users to assign a custom email template to each status. This means that every time a deadline moves from one status to another, whether manually or through automation, Dotify can send an automatic notification to the client.
For each status, an email template includes:
Subject – Define a clear and relevant email subject line.
Reply name and email – Specify a custom reply-to address.
Message body – Customize the email content with dynamic placeholders.
Dynamic placeholders for personalization
To ensure emails feel personal and relevant, Dotify supports the following placeholders:
[[customer_name]] – Automatically inserts the client’s name.
[[deadlines]] – Generates a summary table with deadline details.
Why use Dotify email templates?
Without automated emails, agencies risk miscommunication and missed renewals. Dotify email templates solve this by:
Keeping clients informed with timely reminders.
Reducing manual work by automating transactional emails.
Supporting multiple languages for international clients.
Ensuring clarity with structured, personalized messages.
How to set up Dotify email templates?
Step 1: Create a new email template
Go to the Manage / Email Templates section in Dotify.
Define the subject, reply details, and email body.
Use placeholders like [[customer_name]] and [[deadlines]] to personalize the content.
Step 2: Assign an email template to a status
Link the template to any Dotify status (e.g., “To renew”, “Paid”, “Awaiting payment”).
When a deadline moves to that status, Dotify will send the assigned email.
Step 3: Automate notifications
Whether deadlines are updated manually or through automation, clients receive immediate email updates based on the assigned template.
Final Thoughts
With Dotify email templates, agencies can automate deadline notifications and improve client communication effortlessly. By customizing emails for each status, agencies ensure that clients always receive the right information at the right time.
Start automating your client communications using Dotify!